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Schwab Fundamental US Small Company Index ETF

188 hedge funds and large institutions have $3.08B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+28
Holders Change %
+17.5%
% of All Funds
3.34%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
43
Increased
52
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
176
Focused Wealth Management
New York
$3K +$1.53K +62 +103%
BAM
177
Bellevue Asset Management
Washington
$2K -$1.8K -72 -47%
FMP
178
Financial Management Professionals
Texas
$2K
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$2K
AWA
180
Arkadios Wealth Advisors
Georgia
$2K
AIM
181
Anchor Investment Management
South Carolina
$1.72K
POIA
182
Pin Oak Investment Advisors
Texas
$1K
CA
183
Clearstead Advisors
Ohio
$1K
AF
184
Allworth Financial
California
$1K
TFGT
185
TS Financial Group (TSFG)
Illinois
$1K
HFS
186
HBC Financial Services
Washington
$1K
GAM
187
Gemmer Asset Management
California
$1K +$1K +36 New
KFS
188
Kelly Financial Services
Massachusetts
$528
SHWM
189
Silicon Hills Wealth Management
Texas
-$2.07M -125,282 Closed
AAS
190
Avantax Advisory Services
Texas
-$1.78M -107,638 Closed
Jane Street
191
Jane Street
New York
-$779K -47,142 Closed
FTUS
192
Flow Traders U.S.
New York
-$267K -16,168 Closed
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
-$261K -15,796 Closed
Financial Engines Advisors
194
Financial Engines Advisors
California
-$226K -13,646 Closed
MMA
195
Miracle Mile Advisors
California
-$224K -13,556 Closed
AIP
196
Ameritas Investment Partners
Nebraska
-$74K -4,516 Closed
SMG
197
Spectrum Management Group
Indiana
-$26K -1,582 Closed
GT
198
Glenmede Trust
Pennsylvania
-$25K -1,570 Closed
CPW
199
Catalyst Private Wealth
California
-$19K -1,136 Closed
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
-$11K -650 Closed